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Related Articles
Qatar’s Golden Pass dilemma
Golden Pass’s startup offers QatarEnergy a timely boost but may also force a difficult choice between honouring disrupted contracts and capitalising on soaring spot LNG prices
Lessons from the crisis
The US-Iran conflict demonstrates the need for diversification in several senses of the word. It also exposes the limits of Washington applying pressure on major oil and gas producers it considers geopolitical adversaries
Letter from the US: The oil market abyss
The overlooked oil supply issue is that even after the Strait of Hormuz opens, barrels won’t readily return
Do not politicise a geopolitical crisis – Ydreos
The Strait of Hormuz disruption has exposed weakness in the global energy system and reignited debate over security of supply, but it should not be used to justify an accelerated shift away from fossil fuels, says the secretary general of the IGU
Hormuz crisis delivers tailwinds for US LNG
Disruptions to Qatari LNG exports have highlighted the risks of concentrated supply, potentially strengthening the long-term position of US exporters despite limited near-term flexibility
The spectre of a European gas price cap returns
Brussels is again weighing a cap on gas prices amid the Hormuz crisis, but the measure could backfire by deterring the LNG cargoes Europe urgently needs
Trump’s bid to reshape the global energy order
From Venezuela to Hormuz, the US—backed by the most powerful military force ever assembled—is redrawing not only oil and gas flows but also the global balance of energy power
Energy dominance as diplomatic leverage
Energy sanctions are becoming an increasingly prominent tool of US foreign policy, with the country’s growth in oil and gas production allowing it to impose pressure on rivals without jeopardising its own energy security or that of its allies, argues Matthew McManus, a visiting fellow at the National Center for Energy Analytics
European gas: From bad to much worse
The continent’s inventories were already depleted before conflict erupted in the Middle East, causing prices to spike ahead of the crucial summer refilling season
Trump’s gasoline price pledge paradox
The US president has repeatedly promised to lower gasoline prices, but this ambition conflicts with his parallel aim to increase drilling and could be upended by his war against Iran
Gas US
David Blackmon
3 June 2025
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US AI to power gas growth

Datacentres to drive demand for gas and position the fuel as more than just a bridging solution

Gas is poised to be one of two big winners in the rising competition to provide reliable, 24/7 power generation to datacentres in the US and around the world. The nature of the rapidly evolving field means gas will likely not be just a temporary solution to a more permanent future powered by nuclear or another aspirational fuel source. As the number and size of power-hungry AI-related datacentres continue to expand, questions related to how their electricity needs will be satisfied become increasingly important to all stakeholders. Datacentre developers in some areas are discovering local power grids cannot be relied on to fill their needs and are developing plans for workable alternative so

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Qatar’s Golden Pass dilemma
1 April 2026
Golden Pass’s startup offers QatarEnergy a timely boost but may also force a difficult choice between honouring disrupted contracts and capitalising on soaring spot LNG prices
The demand destruction timebomb
1 April 2026
It is not a case of if or when, but the length and magnitude of economic damage from elevated oil prices
Lessons from the crisis
1 April 2026
The US-Iran conflict demonstrates the need for diversification in several senses of the word. It also exposes the limits of Washington applying pressure on major oil and gas producers it considers geopolitical adversaries
Libya's potential goes unrealised
31 March 2026
Disappointing results in its bidding round are a reality check for Libya, and global exploration generally

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